2022 Policies and procedures manual - Energy Efficiency Program for Business - DNV Energy Projects
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Energy Efficiency Program for Business
2022 Policies and procedures manual
The DTE Energy Efficiency Program for Business provides incentives for business
customers who upgrade their facilities with energy efficient equipment. This program
is available to all business customers who receive electric or natural gas delivery
service from DTE Energy. This document conveys the rules, policies and procedures
that govern program administration and customer participation. It is a companion
document to the program catalog, program application and related forms.
Contact the Energy Efficiency Program for Business team with any questions
Phone: 866.796.0512 (option 3)
Fax: 313.664.1950
Email: DTESaveEnergy@dnv.com
dtebizrebates.com
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1Table of Contents
1 PROGRAM OVERVIEW .......................................................................................4
2 PROGRAM EFFECTIVE DATES .............................................................................5
3 CUSTOMER ELIGIBILITY ...................................................................................5
4 PROJECT REQUIREMENTS..................................................................................6
4.1 EXPRESS PROGRAM AND “LOGICAL AREA” CONDITIONS ................................................. 6
5 CONTRACTOR REQUIREMENTS ..........................................................................7
5.1 DESIGNATED TRADE ALLY PROGRAM....................................................................... 7
5.2 THIRD-PARTY PAYMENT AUTHORIZATION ................................................................. 8
5.2.1 Designated trade allies ........................................................................... 8
5.2.2 Landlord/tenant ..................................................................................... 8
6 PROMOTION, ADVERTISING, CO-BRANDING REQUIREMENTS ...........................9
7 INCENTIVE CAPS AND LIMITS ...........................................................................9
7.1 CUSTOMER LIMITS ........................................................................................... 9
7.2 CUSTOM PROJECT INCENTIVE CAPS ........................................................................ 9
7.3 NEW CONSTRUCTION PROJECT INCENTIVE CAPS ......................................................... 9
7.4 SPECIAL OFFER LIMITS AND CAPS ........................................................................10
8 PRESCRIPTIVE INCENTIVES ............................................................................10
9 CUSTOM INCENTIVES ......................................................................................11
10 LIGHTING SPECIFICATIONS............................................................................12
10.1 BASELINE FOR T12 LIGHTING .............................................................................12
10.2 DLC AND ENERGY STAR® LIGHTING ...................................................................12
10.3 APPLICATIONS AND NON-DLC LIGHTING .................................................................12
10.3.1 Burned-out fixtures ................................................................................ 8
10.4 INELIGIBLE LIGHTING .......................................................................................13
11 NEW CONSTRUCTION AND MAJOR RENOVATION PROGRAM ...........................13
11.1 SYSTEMS APPROACH INCENTIVES .........................................................................13
11.2 LEED WHOLE BUILDING APPROACH INCENTIVES .......................................................13
11.3 LEED DESIGN REVIEW ASSISTANCE .....................................................................14
12 EQUIPMENT SPECIFICATIONS.........................................................................14
12.1 PRESCRIPTIVE MEASURES ..................................................................................14
12.2 CUSTOM MEASURES ........................................................................................14
12.3 NEW CONSTRUCTION MEASURES ..........................................................................15
13 HOW TO APPLY ...............................................................................................15
13.1 APPLICATIONS ...............................................................................................15
13.2 RESERVATION APPLICATION ...............................................................................16
13.3 DETAILED PROGRAM STEPS ................................................................................17
13.4 FINAL APPLICATION .........................................................................................18
13.5 FINAL APPLICATION REVIEW ...............................................................................18
13.6 MEASUREMENT & VERIFICATION ..........................................................................18
13.7 INCOMPLETE APPLICATION PROCESS TIMELINE ..........................................................19
13.8 DISCREPANCIES .............................................................................................19
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 213.9 RESERVATION EXTENSION PROCESS ......................................................................19 13.10 100% FUNDS FULLY ALLOCATED STATUS ...............................................................20 14 PAYMENT PROCESS .........................................................................................20 15 DOCUMENTATION ...........................................................................................21 16 CALCULATING/DOCUMENTING CUSTOM ENERGY SAVINGS.............................21 16.1 GENERAL GUIDELINES ................................................................................. 22-23 16.2 CUSTOM LIGHTING MEASURES ............................................................................24 16.3 CUSTOM HVAC MEASURES ................................................................................25 16.4 CUSTOM BUILDING ENVELOPE MEASURES................................................................26 16.5 CUSTOM PROCESS AND REFRIGERATION MEASURES ....................................................27 16.6 UNACCEPTABLE DOCUMENTATION .........................................................................28 17 CALCULATING/DOCUMENTING NEW CONSTRUCTION SAVINGS ......................28 17.1 SYSTEMS APPROACH ........................................................................................28 17.2 LEED WHOLE BUILDING APPROACH ......................................................................28 18 SATISFACTION ................................................................................................29 19 TAX IMPLICATIONS.........................................................................................29 20 DISCLAIMER ...................................................................................................29 21 DEFINITIONS ............................................................................................ 29-31 22 CONTACT INFORMATION .................................................................................31 DTE Energy Efficiency Program for Business P.O. Box 11289 Detroit, MI 48211 www.dtebizrebates.com / 866.796.0512 (option 3) 3
1 Program overview DTE Energy is offering a comprehensive set of incentives under the Energy Efficiency Program for Business retrofit program to facilitate the implementation of cost-effective energy efficiency improvements for business customers. The following sections provide detailed information on the actual measures and specific program details related to each of the various offerings. Application forms for all programs are available on the DTE Energy Efficiency Program for Business website: www.dtebizrebates.com Prescriptive Incentives are available for energy efficiency equipment upgrades and replacements, such as lighting, HVAC and gas water heating. Incentives are paid based on the quantity, size and efficiency of the equipment. Incentives are provided for one-for-one replacements, retrofits or new installations of qualified equipment. For example, replacing an outdated version of fluorescent lighting (T8) with DLC- listed LED lamps or fixtures is a listed prescriptive measure. For more about prescriptive incentives, see Section 8. Custom incentives are available to customers for less common or more complex energy saving measures installed in qualified retrofit and equipment replacement projects. Custom measure incentives are paid based on the first-year energy savings: kilowatt hours (kWh) or 1,000 cubic feet of natural gas (Mcf). Projects involving measures not covered by the prescriptive incentive portion of the program may be eligible for a custom incentive. For example, adding a variable frequency drive to a process pump above 50 horsepower is not listed as a prescriptive measure, and may therefore be submitted as a custom measure. For more about custom incentives, see Section 9. Customers can mix prescriptive and custom measures on one application; however, prescriptive incentives must be applied to the prescriptive portions of the project and custom incentives applied to the custom portions. For example, when installing custom lighting with occupancy sensors, the custom lighting should be applied for as a custom measure, assuming no change in operational hours of the fixtures, and the occupancy sensors should be applied for as a prescriptive measure. New construction and major renovation Incentives are intended to encourage decision-makers in new construction and major renovation projects to incorporate greater energy efficiency into their building design and construction practices. New construction/major renovations projects must involve facility improvements that result in measurable or verifiable electrical savings (kWh) and/or natural gas energy savings (Mcf) exceeding the requirements set forth in the program catalog. For more about new construction/major renovation incentives, see Section 11. A reservation application is strongly encouraged for all new construction/major renovation projects. The project should be at a point where design changes are feasible; preferably in the conceptual or schematic design phase. For this program, new construction and major renovation projects may include any one of the following: • New building projects wherein no structure or site footprint presently exists. • Addition or expansion of an existing building or site footprint. • Major tenant improvements that change the use of the space and/or add new load. In the main program application, new construction systems approach measures are indicated with a small hammer and wrench icon. Those measures can be applied for under either a retrofit or new construction project. Measures that are not eligible under the new construction/major renovation incentive program may be covered by the prescriptive and/or custom incentive portion of the application. Projects achieving a LEED certification can apply for incentives using the LEED application. DTE Energy Efficiency Program for Business P.O. Box 11289 Detroit, MI 48211 www.dtebizrebates.com / 866.796.0512 (option 3) 4
2 Program effective dates
The DTE Energy Efficiency Program for Business will offer incentives for the 2022 program year until
approved funds are exhausted or until Nov. 30, 2022, whichever comes first. Projects must be completed
by the reservation end date – but all projects must be completed by Nov. 30, 2022, to receive payment
in this Program year. No final applications will be accepted after Nov. 30, 2022. Applications submitted
on that date without required documentation may be cancelled; applications submitted after that date
may be cancelled. (Refer to Section 13 for more information.)
3 Customer eligibility
Michigan Public Act 295 (2008), revised by Public Acts 341 and 342 (2017), requires investor-owned
utilities, municipalities and rural electric cooperatives to institute energy optimization programs, which
will be funded through an “Energy Optimization Surcharge” (on distribution) assessed on all ratepayers’
energy bills.
• A customer that has opted to receive his/her energy (electric and/or natural gas) supply from a
source other than DTE Energy, must contact that provider for his/her DTE account numbers.
Additional customer eligibility parameters for the Energy Efficiency Program for Business are as follows:
• This program is available to qualified commercial and/or industrial business customers of DTE
Energy. Customers that are billed on non-residential rates are classified as business customers.
o An exception to this policy is limited to agricultural customers that are on both residential
and commercial rate codes: they have access to a special list of energy efficiency measures
designed to specifically meet the needs of the farming, dairy and greenhouse communities.
These incentives are available only to commercial rate and residential rate customers whose
primary source of income is from agricultural operations and activities.
o The agriculture measures are offered in a stand-alone application.
• DTE customers with a commercial meter, must use the main program application.
• DTE customers with a residential meter, must use the stand-alone agriculture application.
• This program is not available to DTE Energy business customers and/or sites that are participating
in a self-directed option for the current program year.
• Qualified measures must be installed at facilities served by DTE Energy and projects must result in
a measurable improvement in energy efficiency.
• Equipment must be new and meet the specifications as set forth in the program catalog.
• For each site, there must be at least one meter that is on an eligible rate schedule.
• Customers must be in good standing prior to final application being processed. A final check of
account status will be completed for all applicants. If a customer is not in good standing, s/he will
be advised that they have 30 days, from date of contact to get account into good standing or the
application will be cancelled.
This program is not available to DTE Energy residential customers (see agriculture exception above) or
business customers in multifamily buildings consisting of three or more units in any building. These
customers may be eligible to participate in the multifamily program for energy saving upgrades to both
tenant and common areas.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 54 Project requirements
A project is defined as a unique energy efficiency measure or set of measures implemented at a building
(site ID) in a single time span. Project requirements for the Energy Efficiency Program for Business
include the following:
• Projects must involve a facility capital improvement that results in a measurable reduction in
electrical and/or natural gas energy usage (kWh and/or Mcf), due to an increase in efficiency, for
the life of the product.
• Equipment must be new and project savings must be sustainable for a period of five (5) years or
for the life of the product, whichever is less.
Projects that are not eligible for an incentive include the following:
• Fuel switching (e.g., electric to natural gas or natural gas to electric or purchased steam to natural
gas projects).
• Changes in operational and/or maintenance practices or simple control modifications that do not
involve capital costs. (capital investments to improve processes can be included.)
• On-site electricity generation.
• Projects that involve peak-shifting/demand limiting with no kWh savings.
• Power quality improvements.
• Projects involving renewable energy.
• Customers who self-direct (and have opted out of the program).
Any measures installed at a facility must be sustainable and provide 100% of the energy benefits as
stated in the application for a period of five (5) years or for the life of the product, whichever is less.
If the customer ceases to be a delivery service customer of DTE Energy or removes the equipment or
systems at any time during the five-year period or the life of the product, the customer may be required
to return a prorated amount of incentive funds to DTE Energy.
DTE Energy reserves the right to inspect proposed projects’ pre- and post- equipment installation.
4.1 Express program and “logical area” conditions
Contractors who plan to submit projects through the main retrofit program and an express program (if
offered) for either electric or natural gas projects must adhere to the following requirements and
limitations.
• Contractors may not apply for identical or similar measures in both programs simultaneously that
are being installed in the same “logical area.”
o A “logical area” is defined as a contiguous area without structural separation – such as an
overhead canopy, the same room within a suite of rooms, etc. The final determination of
what constitutes a “logical area” will be made by DTE Energy or its representatives.
• Applications in both programs for the same customer that apply to two different categories of
measures within the same “logical area” are eligible for both program incentives.
o An example would be installing lighting in a convenience store floor area and also installing
motor upgrades to refrigeration units.
• Contractors must inform the Energy Efficiency Program for Business Team of their intention to
submit applications under both programs for the same “logical area.”
• In order to apply for incentives under both programs for the same “logical area” – such as an entire
room’s lighting fixtures – the following requirements apply:
o If the main retrofit program measures are installed first: The project must be at the “paid”
status before an express program application can be submitted for the remainder of the
project.
▪ If the express program measures are installed first: The proposal must be at the
“project notification” stage before a main retrofit program reservation application
can be submitted for remainder of the project.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 65 Contractor requirements
In order to create a positive customer experience and to ensure that program funds are being
administered correctly and accurately, a participating contractor, trade ally or designated trade ally must
adhere to standards of acceptable behavior and performance. This includes, but is not limited to:
• Complete and accurate program applications.
• Accurate representations of the program to customers.
• Submission of original customer signatures on final applications.
• Submission of valid product invoices that accurately match the measures submitted for incentives.
• Submission of valid supporting documentation.
• The appropriate removal of equipment/fixtures that comply with an application’s project.
• The complete and accurate installation of new (not used) measures represented in an application.
• Adherence to other provisions of this manual, such as co-branding (Section 6).
Violation of any one of these standards could result in, notification to customers of concerns regarding
the contractor, exclusion from any bonus offers (should they become available), and, if applicable,
removal from the designated trade ally program. Should an alleged violation occur, the contractor will
be contacted and, if necessary, a meeting will be called within five (5) business days to discuss the issue
and determine possible steps that might be taken.
5.1 Designated trade ally program
Contractors who meet certain training and program participation standards are given the designated
trade ally status. The designated trade ally program is designed to improve contractor familiarity with
the program, increase customer satisfaction and provide the program team with a better understanding
of how to interact with and support contractors in the marketplace.
To become a designated trade ally, a contractor must meet the following requirements:
• Attend an annual training session
• Submit a signed designated trade ally participation agreement, along with a signed copy of the
company’s W-9 (W-9 must have a physical address of business; a P.O. Box will not be accepted)
• Submit at least one paid application per program year
Once a contractor completes designated trade ally training and submits at least one paid application,
s/he will enter a three-month probationary period. Once the three-month probationary period is met, a
contractor will be given designated trade ally status. The program reserves the right to remove
contractors from designated trade ally status should any issues arise with the company.
Existing 2022 designated trade allies will be grandfathered into the program and be eligible for third-
party payment until 2022, at which time they must renew their status. At that time, as long as they
have attended training for the 2022 program year and have submitted one paid application in 2022 their
designated trade ally status will be renewed. They will not be required to wait the three-month
probationary period to renew their status.
A contractor who becomes a designated trade ally has access to certain aspects of the program that are
not available to all contractors, such as:
• Access to the trade ally portal (via the trade ally website: www.dtetradeally.com)
• Listing in our online energy efficiency directory
• Opportunity to participate in advisory and focus groups
• Presentations at events with multiple customers
• Large-customer visits with program team members
• Supplies of printed marketing materials
• Ability to identify themselves as designated trade allies in the program
• Third-party payment authorization
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 75.2 Third-party payment authorization
Customers may assign payment of application incentives to third parties under the following two
conditions:
5.2.1 Designated trade allies
Customers may assign payment of application incentives directly to a contractor that performs work
included in that application, but only if the following eligibility requirements and procedures are met:
• The contractor must be a designated trade ally (DTA) that meets all the requirements of that status.
• To receive third-party payment, the DTA must provide the customer with a third-party payment
authorization form that must be completed and signed by the customer and submitted with the final
application.
o This form is available to qualified DTAs from the program team.
• A designated trade ally that violates any of the standards listed above may be removed from third-
party payment eligibility following the steps listed above.
o This removal includes any and all other contractor affiliations, DBAs and other employment
relationships.
o If a contractor has been removed from the DTA program, any assigned incentive payments
will be made payable to the customer.
• If a customer uses more than one designated trade ally on a project and wishes to assign multiple
third-party payments to those contractors, s/he must complete and sign a separate third-party
payment authorization form for each DTA.
o If any one of those contractors has been removed from the DTA program, that/those assigned
incentive payment(s) will be made payable to the customer.
5.2.2 Landlord/tenant
Customers may assign payment of application incentives directly to a landlord or tenant, but only if the
following eligibility requirements and procedures are met:
• The tenant must be located within the landlord’s facility identified in the project application.
o Being “located” is defined as doing business within the location.
o An inspection may be required to confirm eligibility.
o Failure to prove eligibility will result in any incentives being made payable to the DTE account
holder (customer).
• To receive third-party payment, the landlord/tenant must provide the customer with a
landlord/tenant payment authorization form that must be completed and signed by the customer
and submitted with the final application.
o This form is available to qualified landlords and tenants from the program team.
o The landlord/tenant’s W-9 must be attached to the form; failure to provide the W-9 will
result in any incentives being made payable to the DTE account holder.
▪ A grace period of five (5) working days after submission of the final application
may be provided to complete and submit the authorization form. Failure to
submit the form by the end of the fifth business day will result in any incentives
being made payable to the DTE account holder.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 86 Promotion, advertising, co-branding requirements
DTE Energy reserves the right to associate with a contractor’s business and include its participation in
the incentive program for promotion and advertising. By participating in the Energy Efficiency Program
for Business, contractors and customers agree to be contacted by DTE Energy and/or its representatives
to participate in the promotion of the program, including but not limited to: advertising, case studies,
testimonials and other marketing materials deemed appropriate by DTE Energy.
In addition, the following rules and conditions apply concerning the co-branding of any marketing
materials:
• The DTE Energy logo may NOT be used in any materials by any customer, contractor, trade ally or
designated trade ally.
• Only designated trade allies may use the following explicit language in their materials: “DTE Energy
designated trade ally.”
• Marketing and other collateral materials created by DTE Energy and/or its representatives may NOT
be co-branded with any company name and/or logo or other graphic and/or textual representation
of a customer, contractor, trade ally or designated trade ally business and/or representative of that
business.
• Customer, contractor, trade ally and designated trade ally websites may provide a link to the Energy
Efficiency Program for Business website.
These conditions can only be altered or revised with the express consent of DTE Energy and/or its
designated representative.
7 Incentive caps and limits
Incentives are subject to limits to encourage equitable distribution of the funds among as many utility
customers as possible.
7.1 Customer limits
Program incentives are limited per customer, per year. Customer incentive limits are across all projects
under one tax identification number. The total customer cap (across all facilities saving electricity) for
installing eligible electric measures is $1 million for the 2022 program year. The total customer cap
(across all facilities saving natural gas) for installing eligible gas measures is $300,000 for the 2022
program year.
Table 5-1: 2022 Program year incentive limits
Cap level Electricity Natural gas
Customer $1,000,000 $300,000
The incentive limits are based on actual payments per customer; and apply even if payments for some
or all projects are paid to one or more contractors.
7.2 Custom project incentive caps
In addition to the incentive limits above, incentives for custom projects are limited to 50% of the sum
of all custom measure costs (MC). Internal customer labor costs cannot be included in the total project
cost. Used equipment is not eligible. DTE Energy reserves the right to apply this cap to individual custom
measures when measure costs are significantly higher than typical costs seen in this program.
7.3 New construction project incentive caps
In addition to the incentive limits above, incentives for new construction projects are limited to 100%
of the sum of all measure costs (MC). Internal customer labor costs cannot be included in the total
project cost. Used equipment is not eligible.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 97.4 Special offer limits and caps The program, at any time, may implement special offers that involve revised incentive limits and/or caps. Such special offers do not apply to any other part of the program beyond the special offer itself and may be removed at any time without notice. 8 Prescriptive incentives The Energy Efficiency Program for Business offers prescriptive incentives for both electric and natural gas energy efficient improvements in areas of lighting, HVAC, processes, compressed air, insulation, food service, boiler/furnace tune-ups and other miscellaneous measures. Prescriptive incentives are available for one-for-one change outs, replacements or upgrades unless explicitly stated otherwise in the program catalog and application. For a complete list of prescriptive electric and gas measures and to verify prescriptive incentive amounts or specifications, see the 2022 program catalog and application. DTE Energy Efficiency Program for Business P.O. Box 11289 Detroit, MI 48211 www.dtebizrebates.com / 866.796.0512 (option 3) 10
9 Custom incentives
The Energy Efficiency Program for Business offers custom incentives for eligible improvements not
included in the prescriptive measure list. Custom measures include measures that result in a reduction
in electric and/or natural gas energy due to an improvement in system efficiency, (i.e. a net decrease
in energy use without a reduction in the level of service). For example, installing a lower wattage lamp
in place of a higher wattage lamp of the same type will not qualify for a custom incentive.
However, should the lighting system (i.e., lamp, ballast and fixture) demonstrably improve the total
lumens per watt delivered, an incentive will be considered. The decision as to whether an improvement
is eligible for a custom incentive is within the sole discretion of DTE Energy. Examples of custom
measures include, but are not limited to, the following (so long as they are not covered by one of our
prescriptive offers):
• Exhaust heat recovery.
• Constant volume to variable volume water or air distribution.
• Process improvements (that require capital investments).
• Upgrade of a refrigeration compressor.
• Air compressor improvements.
Incentives for custom measures are based on first-year electrical and/or natural gas energy savings
that result from the energy efficiency measure installation. The applicant must provide sufficient project
information, equipment performance data, operating assumptions, measurements and calculations to
support the energy savings estimates. Guidelines for calculating custom measure energy savings are in
Section 16.
Custom measure incentives are limited to 50% of the sum of all custom measure costs (MC) and the
simple payback period (SPP) for installing the measures must be equal to or greater than one (1) year
for electric measures; and equal to or greater than one (1) year for natural gas measures. MC includes
materials and external labor only. The MC is the cost of implementing a measure less any costs incurred
to achieve non-energy related project benefits.
Simple payback period is defined as the project MC divided by the annual energy cost savings. Should
leased equipment be installed to receive energy savings as a Custom measure, the actual total purchase
price of the equipment will be used to calculate total measure costs (MC).
Simple payback period is calculated as follows:
Aggregate measure costs
Payback
period (Annual kWh saved x electricity costs) + (Annual Mcf saved x gas costs)
Only costs associated with the incented energy savings measure should be included in the MC. The MC
is the basis for determining the simple payback period for custom measures and is defined as:
• For retrofit and new technology measures: the cost of new equipment, components or materials
added to existing equipment for the purpose of improving its energy efficiency and external labor
costs; or
• For non-functional or end-of-life equipment replacement measures: the cost differential between
equipment meeting program efficiency criteria and equipment meeting the minimum efficiency
allowable by code or industry standard and external labor costs.
For example, when replacing an existing injection molding machine that is at the end of its useful life
with a new, high-efficiency model, the price differential between the high-efficiency model and a
standard-efficiency model and any external labor costs are the MC. However, when adding a variable
frequency drive (VFD) to an existing boiler pump, the MC is the installed cost (equipment and external
labor installation) of the VFD.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1110 Lighting specifications
The following guidelines and policies apply to various lighting projects that are and are not eligible for
incentives through the Energy Efficiency Program for Business
10.1 Baseline for T12 lighting
For energy efficiency reasons, T12 lamps are no longer manufactured or imported into the United States
in U-bend or linear 4- and 8-foot configurations. For these configurations, the standard T8 is the
minimum available lighting system. Therefore, the baseline (pre-upgrade) wattages used for replacing
U-bend or linear 4- and 8-foot T12 lighting with LED lamps have been adjusted to reflect the energy use
of the minimum available standard T8 lighting system. However, for the 2022 program year the baseline
(pre-upgrade) wattages used for replacing all T12 lighting with LED fixtures or retrofit kits will remain
the standard T12 lighting wattages.
10.2 DLC and ENERGY STAR® lighting
For prescriptive and custom (see below) measure applications, only LED lighting that is listed by the
DesignLights Consortium® (DLC) on its Quality Products List (QPL) or ENERGY STAR® is eligible for
incentives. To qualify for an incentive, the fixture must be listed on the DLC website:
www.designlights.org and the Product I.D. number must be entered on the application. (Use the space
provided on the prescriptive lighting worksheets; on custom worksheets, enter the Product I.D. number
in the “after retrofit” field for each item.) No additional incentives will be given for products that meet
DLC Premium requirements.
Should a DLC-listed fixture become unlisted on the QPL at the time of final application submission – and
the installation adhered to the reservation application requirements – the DLC incentive will be paid.
10.3 Applications and non-DLC lighting
Only LED lighting that is listed by the DesignLights Consortium® (DLC) on its Quality Products List (QPL)
is eligible for incentives. However, customers who install non-DLC-listed lighting that falls into a category
not listed by the DLC may receive the incentive upon review by program engineers.
To submit a non-DLC category product for consideration, the applicant must complete the non-DLC
category product approval form for each product being submitted. Such a submission is only valid for
that corresponding application. These reviews will be made on a case-by-case basis. Any products
eligible for an incentive through the DTE Commercial Lighting Instant Discount Program are ineligible
for this offer. Other conditions appear below.
The requirements for DLC-listed products include:
• Luminaires, retrofit kits or linear replacement lamps must meet DLC standard technical requirements
for their category and closest general application.
• Color-tuning luminaires, which adjust the luminaire’s correlated color temperature (CCT), must meet
DLC technical requirements across all CCT set points.
• Technical documentation required:
o Specification sheet
o Warranty terms and conditions
o LM-79 (includes Efficacy, CCT, and CRI)
o UL/CUL certification
• LED modules must have a minimum efficacy of 100 lumens per watt (lm/W). Efficacy for these
products will be reviewed annually. If or when a DLC category becomes available, DTE will require
submitted products be listed on the DLC QPL.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1210.3.1 Burned-out fixtures
For custom lighting measures that have a fluorescent fixture burn-out rate of more than 30%, burned-
out fixtures will be removed from the application. For custom lighting measures that have a fluorescent
fixture burn-out rate of 30% or less, burned-out lamps will be included in the custom measure.
For custom lighting measures with HID lamps, if the fixtures are energized regardless of whether they
are burned out or not, these will be included in the custom measure. For prescriptive measures, all
fixtures qualify, regardless of whether they are burned out or not.
10.4 Ineligible lighting
Screw-in LEDs have been removed from the program and are not eligible for prescriptive or custom
incentives except the following:
• Mogul Base (E39)
• Energy Star rated screw-in retrofit fixtures
If your project includes these products, please refer to the DTE Commercial Lighting Instant Discount
Program for direct rebates from your distributor.
11 New construction and major renovation program
The Energy Efficiency Program for Business provides incentives for eligible new construction and major
renovation improvements as identified in the 2022 program application and LEED application. Such
incentives are offered as part of the systems approach or the LEED whole building approach. A separate
incentive is offered for LEED design review assistance.
NOTE: Incentives cannot be combined for systems and LEED approaches.
11.1 Systems approach incentives
The systems approach is a simpler method of applying for incentives under this part of the Energy
Efficiency Program for Business, as it does not require LEED certification, yet encourages designers to
optimize the energy efficiency of the individual systems within a building. This approach is most
appropriate for less complex projects; those customers whose systems are designed at different times,
and for projects in which consideration for energy efficiency occurs later in the design phase.
Available systems approach measures
Measures offered in the systems approach include: lighting power density (interior and exterior), HVAC
– electric, miscellaneous electric, process electric, HVAC – gas and miscellaneous gas. All such qualifying
measures are identified with a special icon (hammer and wrench) in the application.
11.2 LEED whole building approach incentives
For more complex projects in which the customer pursues Leadership in Energy and Environmental
Design (LEED) certification, the LEED whole building approach is available. The intent of this approach
is to validate the savings associated with LEED certified buildings. The only portion of LEED certification
that is valid for this incentive is building and construction (B+C). The incentives will be paid upon
receiving LEED certification and will be based on the level of energy savings reported in the energy
model and verified by GBCI (Green Building Council; first year only). The following LEED Certification
Levels will be used to determine each incentive rate: certified/silver, gold and platinum.
For all specifications and guidance on this incentive, refer to LEED – EA prerequisite minimum energy
performance (usgbc.org). For more information on the energy savings analysis and supporting
documentation required and the LEED whole building approach worksheet, see the 2022 LEED
application.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1311.3 LEED design review assistance
To encourage LEED design/certification of energy-efficient buildings, the program offers a LEED design
review assistance incentive. This incentive can be found in the LEED application. For incentive payment,
applicants must provide the following items: a signed final application agreement, a completed, final
LEED design review assistance application and the LEED design review decisions.
12 Equipment specifications
All final applications must include manufacturers' specification sheets. Lighting applications must include
manufacturer’s specification for lamps (light bulbs). All prescriptive incentives are for one-for-one
replacements except as noted. All specification sheets, forms, illustrations and other supporting
documentation must be in English. Foreign language documents will not be accepted.
NOTE: 1: Each program application measure is identified by a reference code; the code for each measure
should be entered on all specification sheets, clearly identifying which piece of equipment is related
to which measure being installed. The specification for each qualifying measure can be found in the
program catalog. A sample of a specification sheet and an invoice can be found in the back of the
catalog.
NOTE 2: All replaced equipment must be recycled/disposed of according to federal, state and local
regulations. Information about the requirements for the state of Michigan can be found at the Michigan
Department of Environmental Quality website: http://www.michigan.gov/deq/
12.1 Prescriptive measures
To verify prescriptive measure specifications – including requirements for a reservation application for
certain measures, refer to the program catalog and application.
Note: For prescriptive measures that require a reservation application, a reservation application must
be submitted at least three weeks prior to starting work on the project in order to allow time for the
program team to review the application and, if necessary, schedule and conduct a pre-inspection.
(See Section 13.2 for the definition of a reservation application.) If you have not been contacted to
schedule an inspection or have not received a reservation letter within three weeks of Application
submission, contact the program team prior to starting work.
12.2 Custom measures
Custom projects must involve a facility improvement that results in a permanent reduction in electrical
(kWh) and/or natural gas (Mcf) energy usage due to an increase in system efficiency. Projects that
result in reduced energy consumption without an improvement in system efficiency are not eligible for
a custom incentive. However, projects that involve an automated control technology, such as energy
management system programming, may be eligible for an incentive.
All final incentive amounts will be based on the estimated first-year energy savings documented in the
final application and may be greater or less than the incentive amount originally estimated in the
reservation application. Once 100% of program funds have been allocated, final incentive amounts
cannot be greater than the reserved or applied-for amount. See Section 16 for additional details on
approaches to energy modeling for custom incentives.
Note: All custom projects must have a reservation application submitted at least three weeks prior to
starting work on the project in order to allow time for the program team to review the application
and schedule and conduct a pre-inspection. (See Section 13.2 for the definition of a reservation
application.) If you have not been contacted to schedule an inspection or have not received a
reservation letter within three weeks of application submission, contact the program team prior to
starting work.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1412.3 New construction measures
New construction/major renovation projects must involve facility improvements that result in
measurable or verifiable electrical (kWh) and/or natural gas (Mcf) energy savings exceeding the
requirements set forth in ASHRAE Standard 90.1-2007, LEED or local building codes, whichever is more
stringent. Specifications for qualifying measures can be found in the program catalog.
13 How to apply
The process of applying for an incentive under the Energy Efficiency Program for Business is designed
to be simple and to involve no more than four steps: 1) identify a project and the equipment involved,
2) review the program catalog and application for such equipment and related incentives, 3) submit a
reservation application (if required) applying for incentives on the equipment and 4) submit a final
application when installation work is completed. The program team is available during normal business
hours, 8 a.m.-5 p.m., Monday-Friday, to facilitate the application process. For assistance, call the
program team at 866.796.0512 (press option 3).
13.1 Applications
There is one program application document for prescriptive, custom and new construction/major
renovation (system approach) incentives offered by the Energy Efficiency Program for Business. This
application serves two purposes:
• It can be submitted as a reservation application, which refers to an application that is submitted
prior to starting work on the project for the purpose of assessing the proposed project for conformity
and reserving incentive funds.
• An updated version of the same document can be submitted as a final application, which refers to
an application that is submitted for the payment of incentive funds after a project has been
completed and reviewed by program staff. The applicant is to submit a copy of the final application
with any information not submitted with the reservation application.
The reservation application should not include a DTE Energy account holder’s signature and may still
require certain supporting documentation, such as quotes, manufacturers’ specifications, measurements
and verification (custom) and W-9 tax form(s).
The final application must be complete and submitted with an original (or electronic) DTE Energy account
holder’s signature on the summary page and dated after project completion, and must include all
required supporting documentation, such as dated, itemized invoices and/or receipts, cut sheets,
commissioning (operation) reports and manufacturers’ specifications. All required documents must be
attached for review at the time of submission before incentives will be paid. Both the reservation and
final application – and all required documentation – can be submitted one of several ways:
• Submit: The applicant can use the “submit” button on the last page of the application. This will
launch the applicant’s email, automatically enter the program’s email address and automatically
attach the application. Other documents can be attached to the email at the same time before
sending.
• Email: The applicant can attach the application and other documents to his/her own email.
• Fax: The application can fax the application to the program office at: 313.664.1950.
• Mail: The applicant can mail the application to: P.O Box 11289, Detroit, MI 48211.
Note: On invoices and specification sheets, applicants should identify all equipment by the measure
reference code found on the application.
A further description of documentation requirements can be found in Sections 15, 16 and 17. To request
payment for a completed project, submit the final application with all relevant attached documents.
Signed applications received by fax or email will be treated the same as original applications received
by mail.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1513.2 Reservation application
A reservation application is required for all custom projects and for certain prescriptive measures (see
catalog and applications for requirements). A reservation application is strongly encouraged for all
prescriptive projects and new construction/major renovation projects.
Annual program funding is limited, and reservation applications are not a guarantee that incentives will
be provided. Actual incentives are based on final applications. DTE Energy will review all final
applications for eligibility and completeness.
A reservation application reserves funds for a specific project, provided that:
• Work commences on the proposed measures within 30 days of project approval.
• Measures are completely installed within 90 days of project approval or by Nov. 30, 2022,
whichever comes first.
Note: The final application (and all supporting documentation) must be submitted within 60 days of
project completion, but no later than Nov. 30, 2022. Final applications received after that date may
be cancelled.
It is the responsibility of the applicant to contact the program team if a project is delayed, substantially
changed or cancelled. Funds that have been reserved for specific applications are not transferable to
other projects, facilities/campuses and/or customers. A completed and electronically submitted, faxed
or mailed copy of the reservation application initiates the review process. Funds are only reserved for a
given project when the project details have been approved and a reservation letter has been issued.
The reservation application for prescriptive and new construction/major renovation systems approach
(non-LEED) measures must include sufficient information (quantities, etc.) to estimate the incentive
amount. The reservation application for custom measures must include a project description, equipment
performance data, specification sheets, operating schedules, quote for proposed change, load profiles
and an estimate of the annual energy savings.
NOTE: Periodically, special incentive offers may be made to help promote specific areas of energy
savings. Under such offers, specific timelines, deadlines and other requirements may apply to
application submission, work schedule and completion.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1613.3 Detailed program steps
Step 1. Eligibility check. Verify that your project is eligible and meets the project requirements as set
forth in customer eligibility (section 3), project requirements (section 4) and incentive caps and limits
(section 7).
Step 2. Obtain, complete and submit a reservation application. Obtain an electronic version of the Energy
Efficiency Program for Business application online at dteenergy.com/savenow. The interactive
electronic (PDF) version is strongly recommended, since it automatically will perform all calculations
and allow for an electronic submission of the application. Or the application can be printed and
completed manually.
A reservation application is required for custom projects and some other specific measures (see
application for requirements) and is strongly recommended for all projects. Contractors may complete
the form on behalf of their customers, but all required information and a DTE Energy customer name
and contact information (phone and/or email) must be provided.
For prescriptive projects that require a reservation application, a reservation application must be
submitted at least three weeks prior to starting work on the project in order to allow time for the
program team to review the application and, if necessary, schedule and conduct a pre-inspection. If
you have not been contacted to schedule an inspection or have not received a reservation letter within
three weeks of application submission, contact the program team prior to starting work.
Note: All custom projects must have a reservation application submitted at least three weeks prior to
starting work on the project in order to allow time for the program team to review the application
and schedule and, if necessary, conduct a pre-inspection. If you have not been contacted to schedule
an inspection or have not received a reservation letter within three weeks of application submission,
contact the program team prior to starting work.
Following application review, a reservation letter will be provided for all reserved projects. A
reservation letter is not a guarantee that incentives will be provided. Actual incentives are based on
final applications that meet all program criteria.
Step 3. Project installation. Install the new equipment or systems within 90 days of the reservation
letter date or by Nov. 30, 2022, whichever comes first.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 1713.4 Final application
The reservation application and the final application can be the same document for the same project. If
the project was submitted as a reservation application, update all information previously submitted then
submit the document as a final application. If a reservation application was submitted, be sure that the
final application reflects the actual type and quantity of equipment installed.
If you are submitting only a final application, download the document, complete and submit it.
In all cases, complete all customer and contractor information and final application agreement before
submitting. A DTE Energy account holder’s signature is required on the final application agreement for
payment.
Submit the final application – signed by the account holder – only after all equipment has been installed
and the project has been completed. Submit the final application along with all required supporting
documents, such as manufacturers’ specifications, itemized invoices and any additional documentation.
(identify all equipment on invoices and specification sheets by the measure reference code found on the
application. See the back of the catalog for examples.) The documents should clearly indicate the
equipment model numbers, quantities and energy performance that is indicated in the reservation
application. All specification sheets, forms, illustrations and other supporting documentation must be in
English. Foreign language documents will not be accepted.
Labor and material costs should be shown separately. If the project equipment is included on several
invoices, it will be helpful if the applicant prepares a summary sheet that totals the quantities and shows
how the quantities match the quantities in the application.
Final applications must be received within 60 days after project completion, by reservation end date or
by Nov. 30, 2022, whichever comes first. Program funds are limited, and submission of a final application
does not guarantee an incentive payment unless funds were set aside previously, based on an approved
reservation application and resulting reservation letter, and all criteria of this document are met.
Note: Applications received after Nov. 30, 2022, may be cancelled.
13.5 Final application review
The program team will review the final application and the final project documentation. A post-inspection
may be required for verification purposes. Please note that the actual incentive amount paid will be
based on review of the final application and supporting project documentation of equipment installed
and will be subject to program specifications, terms and conditions. It is essential that both customers
and contractors understand and comply with all specifications and program terms and conditions.
Equipment specifications and program terms and conditions can be found on
dteenergy.com/savenow. Please note that a reservation does not guarantee an incentive payment.
Multiple projects and reservations for projects at the same facility or customer may be subject to an
annual cap.
Incentive payments will be sent within four-to-six weeks from the time that the final application and all
documentation is received and any required field inspection is completed.
13.6 Measurement & verification
Some projects will be chosen for measurement and verification (M&V) independent from Energy
Efficiency Program for Business purposes. If so, the customer will be contacted by a utility
representative. M&V may include obtaining logged data on individual project components.
DTE Energy Efficiency Program for Business
P.O. Box 11289 Detroit, MI 48211
www.dtebizrebates.com / 866.796.0512 (option 3) 18You can also read
